Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 20,770 shares of IBMM stock, worth $541,058. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,770
Previous 19,489
6.57%
Holding current value
$541,058
Previous $506 Million
6.88%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBMM
# of Institutions
173Shares Held
14.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.68MShares$43.9 Million0.0% of portfolio
-
Kathmere Capital Management, LLC Wayne, PA671KShares$17.5 Million1.91% of portfolio
-
Us Bancorp \De\548KShares$14.3 Million0.02% of portfolio
-
New Edge Advisors, LLC New Orleans, LA520KShares$13.5 Million0.1% of portfolio
-
Morgan Stanley New York, NY502KShares$13.1 Million0.0% of portfolio